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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,579 | $102,429+83.1% | $147,096+27.5% | $80,925+131.8% |
| Participation rate | 98.1% | 75.9%+22.2pp | 82.2%+15.9pp | 67.7%+30.4pp |
| Annual return | 13.78% | 135.02%-121.2pp | 419.75%-406.0pp | 35.65%-21.9pp |
| Employer contribution / active EE | $12,884 | $3,716+246.7% | $4,936+161.0% | $2,756+367.4% |
| Participant deferral / active EE | $15,364 | $6,649+131.1% | $8,071+90.4% | $4,299+257.4% |
| Admin fee / account holder | $7,388 | $7,957-7.2% | $13,005-43.2% | $6,940+6.4% |